Katherine Phillips, CFP®, CRPC®, CDFA®

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”

As a Wealth Advisor at Confluence Wealth Management, I work with clients to understand where they are financially, where they want to be, and how to get them there. No two clients are alike, and neither are the customized financial plans that we create. By listening to my client’s goals, ambitions, and concerns, I help identify and formulate a financial strategy that will lead them to success. I thrive on exceeding the expectations of my clients and take pride in helping them reach their goals.

My career began as an Insurance Agent for families where I saw the importance of protecting and preserving their wealth and assets. My passion for serving families through financial solutions expanded as I moved into a role as a Wealth Advisor. I saw the importance of building the right team around my clients. This led me to expand my knowledge in retirement and financial planning by completing my Certified Financial Planning designation. I work on a team advising individuals and families on the management of their investment portfolios and providing integrated wealth management solutions through planning.

When I had the opportunity to work at Confluence Wealth Management, I knew this was the ideal place to serve clients in the highest planning capacity and at a firm with a reputation of excellence. At Confluence, I am able to provide much more than just investment management. My philosophy is to focus on the client’s holistic plan and work with them as they progress through their saving years to retirement years and beyond.

I love what I do at Confluence because it combines my passion for people and my passion for financial planning. Solving financial complexities for clients means they get to live their best lives with the resources they have. It is a privilege to be able to serve clients alongside such an impressive team.

Little known fact:

In 2019, I completed my American Sailing Association Bareboat Certification, so I can charter sailboats out of different ports up to 45’ in length.

Most likely to say?

Just a few more minutes.

Outside of work I…

I enjoy sailing my 27’ Hunter Sailboat with my family and friends, rain or shine, on the Columbia River.

Perfect day:

Waking up in a different country, strolling out of the flat to find coffee freshly made pastries. Discovering new food, navigating a new language and learning about a city’s history through their museums and shops.

What makes me get out of bed in the morning?

The idea that my best days lie ahead.

Katherine Phillips on LinkedIn